Stellantis Makes Big EV Promises. Can It Keep Them?

Tim Healey
by Tim Healey
stellantis makes big ev promises can it keep them

It’s EV Day at Stellantis.

And boy, is there a lot to chew over.

Stellantis lays out plans to invest more than €30 billion through 2025 on electrification. Those plans include a target of over 70 percent of European sales being low-emissions vehicles in Europe, along with over 40 percent in the U.S.

The company says all 14 brands will be “committed” to “fully electrified solutions”, including BEVs that have ranges from 300-500 miles and fast-charging capabilities of up to 20 miles of charge per minute.

It plans on having four “flexible” battery-electric vehicle platforms and a group of three “scalable” electric drive modules, along with standardized battery packs, to allow it to cover all of its brands and segments.

There are also plans to build five gigafactories between North America and Europe as part of a battery-sourcing strategy. The batteries themselves are interesting — one promises to be a high energy-density option and the other free from nickel-cobalt. That latter one is planned for 2024.

Solid-state battery technology is planned for 2026.

Oh, and did we mention Stellantis is targeting double-digit adjusted operating income margins by around 2026 or so?

Those are a lot of bold claims, and naturally, we’re skeptical.

It’s not just because many OEMs are making ambitious claims regarding electric vehicles — claims that seem unreachable in the timelines given. It’s partly because Stellantis’ has made big claims before (back when the company had a different name) and failed to deliver (to be fair, some of the failures were due to factors beyond the company’s control). And it’s partly because, well, it’s a lot. A lot of change in a short time for a company that still uses ancient platforms to underpin some cars and also relies on a mix of relatively small brands.

That hasn’t stopped the marketing department from putting its heads together to come up with snappy slogan. These are directly copied from Stellantis:

  • Abarth – “Heating Up People, But Not the Planet”
  • Alfa Romeo – “From 2024, Alfa Becomes Alfa e-Romeo”
  • Chrysler – “Clean Technology for a New Generation of Families”
  • Citroën – “Citroën Electric: Well-Being for All!”
  • Dodge – “Tear Up the Streets… Not the Planet”
  • DS Automobiles – “The Art of Travel, Magnified”
  • Fiat – “It’s Only Green When It’s Green for All”
  • Jeep® – “Zero Emission Freedom”
  • Lancia – “The Most Elegant Way to Protect the Planet”
  • Maserati – “The Best in Performance Luxury, Electrified”
  • Opel/Vauxhall – “Green is the New Cool”
  • Peugeot – “Turning Sustainable Mobility into Quality Time”
  • Ram – “Built to Serve a Sustainable Planet”
  • Commercial Vehicles – “The Global Leader in e-Commercial Vehicles”

Slogans are great, but product is better, and in that vein, here are the four planned platforms, plus each one’s maximum targeted range: STLA Small (300 miles), STLA Medium (440 miles), STLA Large (500 miles), and STLA Frame (500 miles). The three electric drive modules will combine motor, gearbox, and inverter, and can be setup for front-wheel, rear-wheel, or all-wheel drive, or for 4xe four-wheel drive.

Battery packs can be tailored to vehicle type. Current or planned joint ventures will help the company bring forth new technology, whether it’s for powertrains or digital cockpits.

There are other pieces of product news, relating to Jeep, Dodge, and Ram, that we will cover separately.

As for the bigger picture, we’re skeptical, but we also understand that Stellantis, like everybody else, needs to at least show a strong commitment to electrification. And if the company can deliver on its promises, it will be in a strong position as the market shifts further to EVs.

Of course, there are factors that are partially or fully beyond Stellantis’ control at play — questions surrounding charging infrastructure, and consumer demand for EVs, and if consumers will remain gripped by range anxiety, and so on and so forth. A great EV plan means diddly if the cars can’t be charged easily and quickly, for example.

The auto industry being as complex as it is, we also feel compelled to note that the best-laid plans tend to get waylaid. Stellantis could, for example, meet its targets in terms of having its EV platforms ready for production, and then run into production delays. Delays perhaps caused by an outside factor or factors — the way COVID and chip shortages screwed with production in 2020 and 2021.

Stellantis is yet another automaker talking big on EVs. But until vehicles are rolling off lines, into showrooms, and off dealer lots into driveways, it’s just that — talk.

[Image: Screenshot via Dodge’s YouTube channel]

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  • Macmcmacmac Macmcmacmac on Jul 10, 2021

    "YOU WILL HAVE ELECTRIC VEHICLES WHETHER YOU LIKE IT OR NOT!" was the most accurate slogan, but focus groups reactions were largely negative. The future is gonna suck. And not in the good way. OTOH, you really only have to convince the young that things are better than ever and you are free and clear once everyone who knows better gets too old, cynical or dead to be a problem.

  • Mustangfast Mustangfast on Jul 11, 2021

    “Can they keep their promises” With slogans like that do we really want them to? I can only hope product planners and engineers are about 150x better than their marketers

  • Jeff S Corey--We know but we still want to give our support to you and let TTAC know that your articles are excellent and better than what the typical articles are.
  • Jeff S A sport utility vehicle or SUV is a car classification that combines elements of road-going passenger cars with features from off-road vehicles, such as raised ground clearance and four-wheel drive.There is no commonly agreed-upon definition of an SUV and usage of the term varies between countries. Thus, it is "a loose term that traditionally covers a broad range of vehicles with four-wheel drive." Some definitions claim that an SUV must be built on a light truck chassis; however, broader definitions consider any vehicle with off-road design features to be an SUV. A [url=https://en.wikipedia.org/wiki/Crossover_(automobile)]crossover SUV[/url] is often defined as an SUV built with a unibody construction (as with passenger cars), however, the designations are increasingly blurred because of the capabilities of the vehicles, the labelling by marketers, and electrification of new models.The predecessors to SUVs date back to military and low-volume models from the late 1930s, and the four-wheel drive station wagons and carryalls that began to be introduced in 1949. The 1984 [url=https://en.wikipedia.org/wiki/Jeep_Cherokee_(XJ)]Jeep Cherokee (XJ)[/url] is considered to be the first SUV in the modern style. Some SUVs produced today use unibody construction; however, in the past, more SUVs used body-on-frame construction. During the late 1990s and early 2000s, the popularity of SUVs greatly increased, often at the expense of the popularity of large [url=https://en.wikipedia.org/wiki/Sedan_(automobile)]sedans[/url] and station wagons.More recently, smaller SUVs, mid-size, and crossovers have become increasingly popular. SUVs are currently the world's largest automotive segment and accounted for 45.9% of the world's passenger car market in 2021. SUVs have been criticized for a variety of environmental and safety-related reasons. They generally have poorer fuel efficiency and require more resources to manufacture than smaller vehicles, contributing more to climate change and environmental degradation. Between 2010 and 2018 SUVs were the second largest contributor to the global increase in carbon emissions worldwide. Their higher center of gravity increases their risk of rollovers. Their larger mass increases their stopping distance, reduces visibility, and increases damage to other road users in collisions. Their higher front-end profile makes them at least twice as likely to kill pedestrians they hit. Additionally, the psychological sense of security they provide influences drivers to drive less cautiously. https://en.wikipedia.org/wiki/Sport_utility_vehicleWith the above definition of SUV any vehicle that is not a pickup truck if it is enclosed, doesn't have a trunk, and is jacked up with bigger tires. If the green activists adhere to this definition of what an SUV is there will be millions of vehicles with flat tires which include HRVs, Rav4s, CRVs, Ford Escapes, Buick Encores, and many of compact and subcompact vehicles. The green movement is going to have to recruit millions of new followers and will be busy flattening millions of tires in the US and across the globe. Might be easier to protest.
  • Sckid213 I actually do agree that most Nissans are ultimately junk. (I also think many BMWs are also). I was talking challenging the 3 in terms of driving dynamics. Agree all were failures in sales.
  • THX1136 More accurately said, we are seeing exponential growth in the manufacturing capabilities in this market. Unless, of course, all those vehicles are sold with customers waiting until more a produced so they can buy. Indeed, there are certainly more EVs being purchased now than back in 2016. Is demand outstripping manufacturing? Maybe or maybe not. I sincerely don't know which is why I ask.
  • ToolGuy The page here (linked in the writeup) is ridiculously stupid https://www.tyreextinguishers.com/how-to-spot-an-suvLike, seriously stupid, e.g., A) Not sure that particular Volvo is killing the planet as quickly as some other vehicles we might choose. B) A Juke is "huge"??? C) The last picture shows a RAV4 Hybrid?
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